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Kathmere Capital Management’s Blackstone BX Stock Holding History

Kathmere Capital Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$445K Buy
3,784
+1,394
+58% +$167K 0.02% 423
2026
Q1 		$275K Sell
2,390
-4,492
-65% -$584K 0.02% 493
2025
Q4 		$1.06M Sell
6,882
-3,736
-35% -$568K 0.07% 181
2025
Q3 		$1.81M Buy
10,618
+949
+10% +$163K 0.13% 116
2025
Q2 		$1.45M Sell
9,669
-26
-0.3% -$3.57K 0.11% 124
2025
Q1 		$1.36M Buy
9,695
+265
+3% +$43K 0.12% 123
2024
Q4 		$1.63M Buy
9,430
+430
+5% +$74.9K 0.15% 96
2024
Q3 		$1.38M Buy
9,000
+84
+0.9% +$11.7K 0.13% 98
2024
Q2 		$1.1M Buy
8,916
+68
+0.8% +$8.37K 0.12% 100
2024
Q1 		$1.16M Buy
8,848
+545
+7% +$68.1K 0.13% 88
2023
Q4 		$1.09M Buy
8,303
+488
+6% +$52.8K 0.14% 81
2023
Q3 		$837K Buy
7,815
+297
+4% +$30.9K 0.12% 93
2023
Q2 		$699K Buy
7,518
+5,071
+207% +$438K 0.11% 91
2023
Q1 		$215K Buy
+2,447
New +$216K 0.04% 196
2022
Q2 		– Sell
-2,151
Closed -$273K – 164
2022
Q1 		$273K Buy
+2,151
New +$262K 0.05% 139
2021
Q4 		– Sell
-2,647
Closed -$308K – 142
2021
Q3 		$308K Buy
+2,647
New +$307K 0.06% 115
2021
Q1 		– Sell
-1,244
Closed -$81K – 165
2020
Q4 		$81K Hold
1,244
– – 0.02% 203
2020
Q3 		$65K Buy
+1,244
New +$66.6K 0.02% 208

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kathmere Capital Management's BX Position: Q2 2026 in Review

Kathmere Capital Management increased its Blackstone (BX) stake by 58% in Q2 2026, buying an estimated $167K and bringing the position to 3,784 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #423.

Kathmere Capital Management first reported a position in BX in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.81M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Kathmere Capital Management held 3,784 shares of Blackstone worth $445K as of Q2 2026.
  • Kathmere Capital Management bought 1,394 Blackstone shares in Q2 2026, an estimated $167K.
  • Blackstone made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #423 holding.
  • Kathmere Capital Management first reported a position in Blackstone in Q3 2020 and has held it in 18 quarters since.
  • Kathmere Capital Management's Blackstone position peaked at $1.81M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.